Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
Clients are looking for CPAs who understand digital assets and know-how to manage it. These are the clients you want, and they’re asking you to learn.
Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.
Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.
Ron is the co-founder of Interaxis, and also comes from an entrepreneurial background in the financial services and construction industries. Ron found himself at Mass Mutual in 2010 and met Adam in 2013 at advanced estate planning courses in Pennsylvania. In 2014, he talked Adam into starting Chart Wealth Management. Ron enjoys coaching his son in all his sports and traveling with his family. He was previously a traveling bowler and is not someone you want to challenge to a game of poker.